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Invesco Mortgage Capital
IVR

Overview Fund Activity

202 hedge funds and large institutions have $383M invested in Invesco Mortgage Capital in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 60 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
101
Reduced
60
Closed
58
Calls
$50.8M
Puts
$26.5M
Net Calls
+$24.4M
Net Calls Change
+$24.9M

Top Buyers

1
Invesco
Invesco
Georgia
$25.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$65.9M
4
State Street
State Street
Massachusetts
$24.6M
5
CS
Credit Suisse
Switzerland
$3.6M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
4
LSV Asset Management
LSV Asset Management
Illinois
$8.3M
5
Wells Fargo
Wells Fargo
California
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
JT
151
Jump Trading
Illinois
$45K +$45K +1,207 New
SCM
152
Shelton Capital Management
Colorado
$43K -$1.98K -53 -4%
MA
153
Mutual Advisors
Nebraska
$42K +$42K +1,123 New
Millennium Management
154
Millennium Management
New York
$41K -$450K -12,136 -92%
QI
155
QS Investors
New York
$40K +$3.58K +95 +10%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$19.4K +525 +94%
WA
157
Waverly Advisors
Alabama
$35K +$3.12K +98 +10%
MOACM
158
Mutual of America Capital Management
New York
$33K +$7.07K +191 +27%
AWM
159
Apollon Wealth Management
South Carolina
$32K +$32K +845 New
SAM
160
Shell Asset Management
Netherlands
$24K +$24K +643 New
GT
161
Glenmede Trust
Pennsylvania
$18K +$11.6K +326 +182%
CAM
162
ClariVest Asset Management
California
$17K -$223K -5,944 -93%
AssetMark Inc
163
AssetMark Inc
California
$16K -$33.4K -921 -68%
GWM
164
Geneos Wealth Management
Colorado
$16K – – –
Macquarie Group
165
Macquarie Group
Australia
$15K -$15.6K -406 -51%
LFG
166
Larson Financial Group
Missouri
$15K +$1.35K +36 +10%
OPS
167
Orion Portfolio Solutions
Nebraska
$15K +$15K +395 New
LIA
168
LS Investment Advisors
Michigan
$14K – – –
MAM
169
Meeder Asset Management
Ohio
$13K -$334K -8,861 -96%
PAG
170
Private Advisor Group
New Jersey
$13K +$13K +352 New
US Bancorp
171
US Bancorp
Minnesota
$12K -$27.8K -753 -70%
VCM
172
Versant Capital Management
Arizona
$12K -$10.4K -292 -46%
CWA
173
Carolina Wealth Advisors
South Carolina
$11K +$967 +27 +10%
Walleye Trading
174
Walleye Trading
New York
$11K +$11K +302 New
SFS
175
Sowell Financial Services
Arkansas
$7K +$3.95K +110 +129%
5 6
7
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